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See the Comp Ops Agent work through a real plan document, a real statement, and a real payout cycle.

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Executive Summary

If your comp process lives in spreadsheets, you already know the cost — payout errors, last-minute rebuilds, reps who don't trust the numbers. What's harder to see is how much of that has just become normal.

This session is the practical guide most comp teams never get. We'll walk through exactly how to sequence a move off spreadsheets: what to audit first, where transitions go wrong, how to run parallel without breaking anything, and how to build the internal case to make it happen.

What You’ll Learn

With this playbook, you'll walk away with:

A framework to map every spreadsheet, data source, and manual handoff your team is running today
A sequencing playbook — where to start, and what to validate before you retire the spreadsheet
A side-by-side look at spreadsheet-based operations vs. automated operations for a team of 100–400 payees
The business case language to get the project greenlit internally

The Real Cost of Spreadsheets

The data makes the case before the panel even does:

47%

of organizations still rely on spreadsheets as part of their commission process. Even among the 82% that have adopted formal ICM software, only 33% have automated end-to-end.

64%

of companies experienced payout errors in the past year, and 77% of salespeople say they've personally experienced errors in their own incentive comp.

1.6 hours

The average time a rep spends every week checking their own commission math. On a 500-person sales team, that equals 20 full-time employees validating pay instead of selling.

5 Steps to Escape Spreadsheets

Complete registration above to watch the full session, including Will and Gretchen's firsthand account of each step.

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Current State

Map every spreadsheet, data source, and manual handoff before evaluating any tools.

Starting Point

Don’t migrate everything at once, pick your first move wisely.

Run Parallel

Calculate in both systems side by side to surface the edge cases hiding in your formulas.

Manage the Change

That requires a communication plan, not just a technical rollout plan.

Make the Shift

Once the spreadsheets are retired, it’s time to shift mindsets from operational to strategic.

Speakers

CaptivateIQ elevates expert voices from within the company and invites top minds from the world of ICM and SPM to lend their outlook and perspectives.